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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,311 | $107,666-98.8% | $102,184-98.7% | $154,746-99.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 33.28% | 29.33%+3.9pp | 31.58%+1.7pp | 172.34%-139.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,590 | $8,719-58.8% | $8,309-56.8% | $6,730-46.7% |
| Admin fee / account holder | $408 | $12,943-96.8% | $11,609-96.5% | $14,365-97.2% |